Stay informed

Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.

A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/aj.sakhi/

#SunLifeOnePlan #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/aj.sakhi/
🔍 Myth buster: Think segregated funds are only for retirees? Think again!

Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:

- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities

Don't let age define your investment strategy. Let's explore if segregated funds are right for you!
With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.

Message me for details. https://advisor.sunlife.ca/aj.sakhi/
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Greater clarity on the main risks to the market

Greater clarity on the main risks to the market

Dive into expert insights on building and preserving wealth in today’s economic landscape.

https://www.invesco.com/ca/en/insights/greater-clarity-risks-market.html

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Read article
L’automne est arrivé et le paysage change. Peut-être est-ce le moment de changer votre stratégie fiscale?

Voici une série de mesures à envisager :
-Cristalliser les pertes fiscales pour compenser les gains 📉
-Maximiser les cotisations à votre CELI 💰
-Revoir votre stratégie de dons de bienfaisance 🎁
-Explorer des possibilités de fractionnement du revenu 👥
-Penser aux prêts à taux prescrit pour les membres de votre famille 💸

Ne laissez rien hasard quand il s’agit de votre argent durement gagné. Parlons de vous créer une stratégie personnalisée d’optimisation fiscale de fin d’année qui concorde avec vos objectifs actuels. Les petits gestes peuvent avoir une grande incidence sur votre avenir financier. Communiquez avec moi dès aujourd’hui.

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
I can help you plan for the unexpected. Talk to me to find out how critical illness insurance can help.

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Watch video
It’s a cliché for a reason – you feel at peace knowing you’ve done what you can to plan for their future. Let’s talk about how I can help you plan to protect your family’s financial future.

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
For the people cheering you on every day, protect their future with the ultimate defence: life insurance.

This is a good time to check in and review your life insurance coverage.

🏀See how much coverage you need to protect what matters most: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/aj.sakhi/

#SunLifeOnePlan #TFSA #RRSP #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Myth busting, investment style.



Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.

But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.

Follow along to find out how these funds could benefit your investment portfolio!
Be prepared for whatever your next chapter brings. I can help you reach your financial goals.
Watch video
As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.

Let's talk about optimizing your compensation strategy.

https://advisor.sunlife.ca/aj.sakhi/

#CanadianBusiness #TaxPlanning #IncomeTaxes #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with me to find out if that’s a good idea for you!

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Something I’ve noticed after years of working with families…

The biggest financial risks in life are rarely the ones people expect.

Most people worry about market crashes. 📉

But the events that truly change a family’s financial life are often things like:
An unexpected illness
A loss of income

Or the loss of someone who provides for the household

That’s why financial planning isn’t only about growing wealth.

It’s also about protecting the life you’re building. 🛡️
Investments help your money grow. 📈
Protection helps your family stay secure. ❤️

The strongest financial plans are the ones that prepare for both.

Because when life is uncertain, preparation becomes one of the greatest gifts you can give the people who depend on you.

#winsurefinancial #winsureteam #vancouverpacificrim #financialfreedom #ajsakhi
A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.

https://advisor.sunlife.ca/aj.sakhi/

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect